2026
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An Interview with Ben Bajarin About Apple, AI, and Compute
An interview with Ben Bajarin about WWDC and the status of the AI compute industry.
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Fable 5, Anthropic Alignment, AI Tiers
Fable 5 is the public version of Mythos, and while it is very capable it sets some troubling new precedents.
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The iPhone’s Last Stand
Siri isn’t state of the art, but as long as it works — and it appears it does — it’s good enough for the consumer market.
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Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics
Google’s deal with SpaceX, and Broadcom’s earnings, both seem bullish for Nvidia. Then, what I’m looking for at WWDC.
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2026.23: Power Shifts
The best Stratechery content from the week of June 1, 2026, including Google and Microsoft, YouTubers taking over Hollywood, and a guide to the NBA Finals.
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An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies
An interview with Microsoft CEO Satya Nadella about figuring out Microsoft’s role in AI, the relationship with OpenAI, Capex, Software, and a potential new agentic platform.
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The Nvidia AI PC, Project Solara, Microsoft AI
The Nvidia AI PC feels like a relic of another AI era; Microsoft’s vision for devices at Build was much more compelling.
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The Google Capital Company
Google has issued equity to Berkshire Hathaway in a deal that signals far more demand and a future where capital is the ultimate commodity.
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YouTubers Win the Box Office, Goodbye Gatekeepers, The YouTube Bar
YouTubers are ruling the box office, and it shouldn’t be a surprise: succeeding on YouTube is a much higher bar than the gates that currently govern Hollywood.
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2026.22: Luceing Their Mind
The best Stratechery content from the week of May 25, 2026, including why everyone hates Luce, how to monetize AI answers, and social mobility in China.